The other day, I watched a little boy tell his mother with sparkling eyes, “When I grow up, I want to be rich!” His mother smiled and asked, “And how will you do that?” The boy shrugged, “Easy. I’ll get your money when you’re gone.” It was an innocent remark, but it made me stop...

In estate planning, I often hear clients say: “Yes, I’ve written my Will — but I don’t want to tell my family yet. They’ll find it when the time comes.” While this concern is understandable — especially when people want to avoid premature discussions or potential family tension — from a professional standpoint, not communicating...

The Myth of “One and Done” When most people write a will, they do it with good intentions—and a sense of relief. It feels like a box checked, a task completed. Something responsible adults do, especially after having kids. But here’s the truth that rarely gets said: writing a will isn’t a one-time task. It’s...

Many people believe that writing a Will on their own and simply letting their children manage everything later is good enough. After all, it seems like a straightforward matter—just state who gets what, and it’s done. But what many don’t realize is that this approach can come with serious legal and emotional consequences, especially in...